Booking Holdings Inc. (BKNG) has announced that Glenn D. Fogel, Director, CEO, and President, has executed a series of transactions involving the sale of 104 shares at $5,476.41 per share on August 15, 2025. Additionally, he has sold 49 shares at $5,448.46 per share on the same date, and has also sold 32 shares at $5,455 per share, as well as 49 shares at $5,456.6 per share, 3 shares at $5,458.67 per share, 6 shares at $5,463.74 per share, 6 shares at $5,467.56 per share, 43 shares at $5,468.84 per share, 6 shares at $5,470.63 per share, 49 shares at $5,471.9 per share, 49 shares at $5,474.95 per share, 92 shares at $5,477.7 per share, 121 shares at $5,479.85 per share, 98 shares at $5,481.09 per share, 67 shares at $5,482.19 per share, 98 shares at $5,483.48 per share, 43 shares at $5,484.44 per share, and 49 shares at $5,490.1 per share. Finally, he has sold 6 shares at $5,498.21 per share and 43 shares at $5,502.69 per share.
Booking Holdings Inc. (BKNG) has seen a series of share sales by its Director, CEO, and President, Glenn D. Fogel. On August 15, 2025, Fogel sold a total of 104 shares at $5,476.41 per share, 49 shares at $5,448.46 per share, and a variety of other shares in transactions ranging from 3 to 121 shares, with prices varying between $5,448.46 and $5,502.69 per share.
The total transaction value, calculated by multiplying the number of shares sold by the respective prices, is approximately $4.75 million. This transaction represents a significant reduction in Fogel's ownership of Booking Holdings Inc. stock, as he previously owned 26,633 shares, valued at $151,674,935.
The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders sold 3,039 shares of company stock valued at $16,963,769 over the last three months, with corporate insiders owning 0.16% of the company's stock.
Fogel's decision to sell shares comes amidst a period of significant financial performance for Booking Holdings. The company reported earnings per share (EPS) of $55.40 for the quarter, beating analysts' consensus estimates of $50.32 by $5.08. Revenue for the quarter was $6.80 billion, compared to the consensus estimate of $6.54 billion.
The company's valuation is currently at $176.77 billion, with a market capitalization of $176.77 billion, a price-to-earnings ratio of 37.93, a price-to-earnings-growth ratio of 1.58, and a beta of 1.41. The stock has a 50-day moving average price of $5,558.84 and a 200-day moving average price of $5,120.89.
Analysts have provided a mixed outlook for the stock. Ten investment analysts have rated the stock with a hold rating, twenty have assigned a buy rating, and three have issued a strong buy rating. The company has an average rating of "Moderate Buy" and an average target price of $5,781.04.
Despite the recent share sales, Booking Holdings continues to be a dominant player in the online travel agency (OTA) space, with a 40% booking share. The company's strategic positioning involves leveraging AI-driven tools, NDC integration, and sustainability initiatives to counter margin pressures while expanding hybrid travel solutions.
The company's valuation re-rating potential hinges on maintaining growth amid regulatory risks and high multiples. Analysts project mid-to-high single-digit revenue growth and low-to-mid teens EPS growth for 2025, suggesting a path to re-rating.
The stock's 3.35% post-earnings dip, despite strong results, hints at market skepticism. Yet, with a price target range of $4,330 to $6,345, the upside potential remains compelling.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-element-capital-management-llc-acquires-new-stake-in-booking-holdings-inc-nasdaqbkng-2025-08-16/
[2] https://www.ainvest.com/news/booking-holdings-upside-potential-travel-recovery-momentum-2508/
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